Fidelity Investments Mutual Fund Family Data Pages

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Performance
05-31-17

Total ReturnCategory Average
Total Return 21.4 7.9 1.3 7.3 9.3
Category Average 20.2 6.7 -0.4 6.8 8.2
Assets for Each Yr* 1,349.0 1,438.1 1,439.0 1,492.0 1,613.5
*billions

Trailing Returns %
05-31-17

  YTD 3 Year 5 Year    
Fund Family 9.29 7.38 11.23

Key Stats
05-31-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,613,492 $2,500 4.3 95.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.8 47.57 0.85 Below Avg
International Stock 3.6 10.70 1.17 Average
Municipal Bond 3.5 1.97 0.63 Below Avg
Taxable Bond 3.6 15.36 0.71 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
20 23 35
11 5 7
1 14 4
Asset Allocation %
Cash 6.0
Stocks 68.6
Bonds 24.0
Other 1.4
Annual Turnover % 40
% Assets in Top 10 9.4
 
Sector Breakdown (% of stocks) 
Sensitive 40.0
Communication Services 3.0
Energy 5.5
Industrials 9.6
Technology 22.0
Cyclical 37.3
Basic Materials 4.0
Consumer Cyclical 13.1
Financial Services 17.3
Real Estate 2.9
Defensive 22.7
Consumer Defensives 7.5
Healthcare 13.3
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 06-23-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 27.34 1.71
  Facebook Inc A* Technology 34.78 1.27
  Amazon.com Inc* Consumer Cyclical 33.86 1.13
  Alphabet Inc A* Technology 24.44 1.02
  Microsoft Corp* Technology 15.85 0.96
  Alphabet Inc C* Technology 25.11 0.85
  JPMorgan Chase & Co* Financial Services 1.80 0.65
  UnitedHealth Group Inc* Healthcare 16.61 0.63
  Amgen Inc* Healthcare 19.55 0.58
  Wells Fargo & Co* Financial Services -3.45 0.57
  Bank of America Corporation* Financial Services 3.94 0.56
  Visa Inc Class A* Financial Services 22.93 0.54
  Citigroup Inc* Financial Services 7.24 0.45
  Tesla Inc* Consumer Cyclical 79.44 0.43
  Berkshire Hathaway Inc A* Financial Services 3.15 0.40
  Salesforce.com Inc* Technology 29.45 0.39
  Johnson & Johnson* Healthcare 19.84 0.38
  The Home Depot Inc* Consumer Cyclical 14.18 0.38
  NVIDIA Corp* Technology 44.38 0.34
  Activision Blizzard Inc* Technology 68.21 0.34
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Best 5-Year Relative Performance | More
06-23-17

Highest Expenses | More
06-23-17

Longest Manager Tenure | More
06-23-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 27
Fidelity Advisor® Emerging Mkts Inc M John H. Carlson 22
Fidelity® New Markets Income John H. Carlson 22
Fidelity® Growth Company Steven S. Wymer 21
Fidelity® Real Estate Investment Port Steve J. Buller 20

Shortest Manager Tenure | More
06-23-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Flex Mid Cap Value Justin Bennett 0
Fidelity® Mid Cap Value Kevin Walenta 0
Fidelity® Flex International Sammy Simnegar 0
Fidelity® Select Automotive Port Elliot Mattingly 0
Fidelity® Flex 500 Index Louis Bottari 0
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